4.6 – 9 reviews • Estate planning attorney
CunninghamLegal is a highly skilled and professional estate planning team that provides protection and multi-generational wealth management for families across California. Attorney James L. Cunningham, Jr. leads our Westlake Village estate planning attorney office, which provides our clients with superior services. Whether you need tax planning, probate, or trust administration assistance, CunninghamLegal can take care of you. Our team of estate planning attorneys in Westlake Village services the areas of Thousand Oaks, Moor Park, Calabasas, Agoura Hills and more. Ensure your documents are up-to-date with California laws and make sense for your current estate. Book an appointment with our Westlake Village estate planning attorneys today.
Located In: Promenade Office Park
Service Options: Online appointments· Onsite services
Appointments: cunninghamlegal.com
Hours
Friday | 8AM–5PM |
Saturday | Closed |
Sunday | Closed |
Monday | 8AM–5PM |
Tuesday | 8AM–5PM |
Wednesday | 8AM–5PM |
Thursday | 8AM–5PM |
Address and Contact Information
Address:
4165 Thousand Oaks Blvd STE 145, Westlake Village, CA 91362
Phone: (805) 342-0970
Website: https://www.cunninghamlegal.com/living-trust-and-estate-planning-attorneys-westlake-village-california/
Services
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Last Updates
“What is a Certificate of Trust? *** A Certificate of Trust is a document that states basic fa…
Aug 24, 2022
Is a Will or a Living Trust Better? * A Living Trust is often immeasurably better than a…
Aug 9, 2022
How much is reasonable compensation for a Trustee? This can be a tricky question…
Jul 14, 2022
How long does it take to create an Estate Plan? It really depends on the complexity of…
Jul 6, 2022
If I am the successor Trustee of an estate after someone passes, should I take…
Jun 29, 2022
Do I need an attorney to consult on the administration of a Trust? You are strongly…
Jun 22, 2022
If a person died with a Will but no Trust, do I still need to consult with an Attorney? Ye…
Jun 14, 2022
CunninghamLegal is celebrating summer with ice cream parties where all are…
Jun 10, 2022
What’s the difference between a Will and a Trust? In Estate Planning, there’s a huge…
May 27, 2022
What is a QTIP Trust? A “Qualified Terminable Interest Property” (QTIP) Trust is a wa…
May 13, 2022
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Reviews
Bob Brown
I have been working with Cunningham Legal to modify my revocable trust first created in October, 2008. I wanted to simplify my administration of the trust. Rachelle Lee Warner, Esquire and Danielle Johnson were great to work with; always responsive, totally understanding of my desires, and providing me with sound advice and service. My trust was modified and approved by the county superior court in June, 2022. I am very pleased with the services that I have received from the Cunningham team.
… moreAndrew Nimitz
Positive: Professionalism, Quality, Responsiveness, ValueWe recently moved to Texas from California, and had to update our estate planning documents to conform to Texas law. Fortunately, Cunningham Legal has an attorney ( Daniel Van Slyke) licensed to practice in both states.His knowledge and professionalism was a great help and resource to us with this project. He also took as much time as we needed to review and discuss all the detailed terms of our estate plan. We highly recommend him to anyone creating or updating their estate plan.We recently moved to Texas from California, and had to update our estate planning documents to conform to Texas law. Fortunately, Cunningham Legal has an attorney ( Daniel Van Slyke) licensed to practice in both states. …More
We recently moved to Texas from California, and had to update our estate planning documents to conform to Texas law. Fortunately, Cunningham Legal has an attorney ( Daniel Van Slyke) licensed to practice in both states.
… moreLisa Foster
Professional, efficient and a pleasure to work with. We highly recommend Daniel for any trust and estate planning. He was generous with his time, didn’t make us feel rushed and was thorough with his explanations. His team provided excellent support and made sure we were on schedule with follow up conversations and the ultimate signing. We could not be happier with our experience with CunninghamLegal.
… moreDavid Tierney
We recently worked with Jim Cunningham and his outstanding team to review and update our family trust. They were patient and thorough in discussing our goals, and provided expert guidance in creating a comprehensive estate plan for our family. We would wholeheartedly recommend CunninghamLegal for anyone looking for experienced and knowledgeable estate & tax planning attorneys!
… moreNorma Hannemann
The whole team at Cunningham Legal is absolutely wonderful to work with. They provided excellent guidance throughout what is a highly personal and sensitive process. They walked us through important scenarios and made us feel comfortable with our decisions. We highly recommend them to anyone who is looking for an honest and straight forward, experienced firm.
… moreKaren Hoffberg
Jim Cunningham was amazing at understanding my needs for my trust. He also knew when I needed to update it. The process was easy and smooth.
… morelesley tibbits
Critical: Quality, Responsiveness, ValueThe attorney took months to do work on our family trust that could have been done in weeks. They were unresponsive, would only perform work if we sent more money even though they had a retainer fee, and constant requests to do such work. When we decided to find representation elsewhere and notified the attorney we would no longer need their services, they charged us over $300 to write a letter of “disengagement.” Terrible people.The attorney took months to do work on our family trust that could have been done in weeks. They were unresponsive, would only perform work if we sent more money even though they had a retainer fee, and constant requests to do such work. …More
The attorney took months to do work on our family trust that could have been done in weeks. They were unresponsive, would only perform work if we sent more money even though they had a retainer fee, and constant requests to do such work. When we decided to find representation elsewhere and notified the attorney we would no longer need their services, they charged us over $300 to write a letter of “disengagement.” Terrible people.
… more … View more
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